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    Article Category

    Monthly Archive for: "March, 2012"

    Investing in volatile markets – not for amateurs!

    March 30, 2012

    Trustees appreciate that they have a duty to invest, with professional advice in most cases, in line with the trust’s objectives (ss 4 & 5 Trustee Act 2000). This might, for example, mean [...]

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      Knowledge & approval – Wharton v Bancroft [2011] EWHC 3250

      March 30, 2012

      This case is interesting and important as it provides guidance to practitioners for, not only when a Will is challenged based on a want of knowledge and approval, but also for Norris J’s comments [...]

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        Succession problems for ex-pats – The Morris v Davies case

        March 28, 2012

        The case of Morris v Davies dealt with determining which law applied to the deceased’s succession. More specifically, was the deceased’s English law Will valid or should Belgian succession laws [...]

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          Five Budget 2012 outcomes to be aware of in ordinary practice

          March 25, 2012

          It is amazing that in this day and age the Budget speech the Chancellor makes has the build-up it does and then the inevitable analysis and comment follows

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            EU Succession Regulation

            March 23, 2012

            The origins of a European instrument to govern mutual recognition of succession across the EU first appeared in 1998. There followed an extensive Green Paper which was issued in March 2005.

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              Missing or Uncooperative Beneficiaries: What are the Options for Personal Representatives?

              March 21, 2012

              Frequently personal representatives are faced with the problem of having to distribute the estate to missing or uncooperative beneficiaries. For a variety of different reasons, beneficiaries may [...]

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                Regulation of Probate & estate administration services

                March 21, 2012

                First Will writing and now probate and estate administration services – the Legal Services Consumer Panel has just recommended to the Legal Services Board that probate and estate administration [...]

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                  Wills Validity – Barrett v Bem [2012] EWCA 52

                  March 16, 2012

                  Will draftsmen and probate practitioners will be familiar with the requirements for a valid Will as far as execution of the document is concerned – it must comply with s.9 Wills Act 1837

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                    Inheritance Tax Relief Achieved On Furnished Holiday Let

                    March 16, 2012

                    The decision of Mrs N V Pawson’s Personal Representative v HMRC [2012] UK FTT 51 has allowed a BPR claim on a FHL cottage.

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                      A Tale of Two Families & One Small Estate

                      March 13, 2012

                      This decision of the Court of Appeal on a claim under the Inheritance (Provision for Family and Dependants) Act 1975 addresses the common problem that arises where the deceased acquired a home [...]

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